racemize Posted February 28, 2015 Share Posted February 28, 2015 First time out: http://whalewisdom.com/filer/aquamarine-capital-management-llc Link to comment Share on other sites More sharing options...
Guest Posted February 28, 2015 Share Posted February 28, 2015 Thanks, race. Why does he have to file now? Did he just move his fund or something? Link to comment Share on other sites More sharing options...
gurpaul88 Posted February 28, 2015 Share Posted February 28, 2015 I believe he hit the minimum amount required for filing. Link to comment Share on other sites More sharing options...
Txvestor Posted February 28, 2015 Share Posted February 28, 2015 I don't think this includes his european holdings. I don't see any other that Fiat on the list which is now US listed. I believe he has some european holdings as well. Link to comment Share on other sites More sharing options...
Liberty Posted February 28, 2015 Share Posted February 28, 2015 Thanks! Link to comment Share on other sites More sharing options...
Travis Wiedower Posted February 28, 2015 Share Posted February 28, 2015 Not surprisingly, that is some serious overlap between him and Mohnish. Link to comment Share on other sites More sharing options...
Guest notorious546 Posted February 28, 2015 Share Posted February 28, 2015 Does anyone have an idea on his non-American holdings? IE things that are not disclosed in this document which would have been mentioned elsewhere. Link to comment Share on other sites More sharing options...
ccplz Posted March 2, 2015 Share Posted March 2, 2015 Who is this guy? Why do we care about his holdings? Link to comment Share on other sites More sharing options...
jawn619 Posted March 2, 2015 Share Posted March 2, 2015 Who is this guy? Why do we care about his holdings? http://www.amazon.com/Education-Value-Investor-Transformative-Enlightenment/dp/1137278811/ref=sr_1_1?ie=UTF8&qid=1425261809&sr=8-1&keywords=education+of+a+value+investor wrote a great book on his experiences on wall street. Was very honest and vulnerable in his writings. Also bid 650k with Monish Pabrai for a lunch with warren buffet . As for his performance, probably not out of this world. Link to comment Share on other sites More sharing options...
Guest notorious546 Posted June 3, 2015 Share Posted June 3, 2015 Q215 updated is out. Sold out of Goldman Sachs and Direct TV. Added to two positions which included 300,000 additional GM warrants and 100,000 additional shares of ZINC. Link to comment Share on other sites More sharing options...
Guest notorious546 Posted August 26, 2015 Share Posted August 26, 2015 http://www.dataroma.com/m/holdings.php?m=aq no changes since last Q Link to comment Share on other sites More sharing options...
Guest notorious546 Posted November 19, 2015 Share Posted November 19, 2015 Wasn't any changes last quarter either. He really doesn't seem to move things much at all. Perhaps a sign of the times. http://www.dataroma.com/m/holdings.php?m=aq Link to comment Share on other sites More sharing options...
JayGatsby Posted November 19, 2015 Share Posted November 19, 2015 That's a lot of auto! Link to comment Share on other sites More sharing options...
merkhet Posted November 19, 2015 Share Posted November 19, 2015 Wasn't any changes last quarter either. He really doesn't seem to move things much at all. Perhaps a sign of the times. http://www.dataroma.com/m/holdings.php?m=aq That's just his M.O. Link to comment Share on other sites More sharing options...
Jurgis Posted November 5, 2018 Share Posted November 5, 2018 @Guy Spier or whoever is doing Aquamarine marketing: sending unsolicited emails to MIT email addresses is not very cool. ::) Link to comment Share on other sites More sharing options...
John Hjorth Posted November 5, 2018 Share Posted November 5, 2018 @Guy Spier or whoever is doing Aquamarine marketing: sending unsolicited emails to MIT email addresses is not very cool. ::) Source, Jurgis? [ : - ) ] Link to comment Share on other sites More sharing options...
Jurgis Posted November 5, 2018 Share Posted November 5, 2018 @Guy Spier or whoever is doing Aquamarine marketing: sending unsolicited emails to MIT email addresses is not very cool. ::) Source, Jurgis? [ : - ) ] Source: firsthand experience. I'm not gonna post emails or their contents here. Link to comment Share on other sites More sharing options...
John Hjorth Posted November 5, 2018 Share Posted November 5, 2018 Thank you, Jurgis, I just want to express that I was not asking for some kind of documentation here, just source. [ : -) ] And, yes, my reaction from reading your post was similar to your own overall expression in your first post. It seems pretty promotional. Thank you for sharing. Link to comment Share on other sites More sharing options...
BG2008 Posted November 5, 2018 Share Posted November 5, 2018 @Guy Spier or whoever is doing Aquamarine marketing: sending unsolicited emails to MIT email addresses is not very cool. ::) Source, Jurgis? [ : - ) ] Source: firsthand experience. I'm not gonna post emails or their contents here. For those of us that don't know what you are referencing to, this is killing us!! Link to comment Share on other sites More sharing options...
mcliu Posted November 6, 2018 Share Posted November 6, 2018 The communications update? Link to comment Share on other sites More sharing options...
good-investing Posted October 21, 2019 Share Posted October 21, 2019 I had the pleasure to do an interview with Guy Spier. I hope you enjoy it: Link to comment Share on other sites More sharing options...
John Hjorth Posted October 21, 2019 Share Posted October 21, 2019 Thank you for sharing, Tilman, I'm actually listening to it right here before lunch. To me, it's great! Link to comment Share on other sites More sharing options...
good-investing Posted October 21, 2019 Share Posted October 21, 2019 Thank you very much for the nice words, John! I am just editing part two and I think it is even better. Happy to release it soon :). Link to comment Share on other sites More sharing options...
Cigarbutt Posted October 23, 2019 Share Posted October 23, 2019 Time is precious, was only relatively familiar with Mr. Spier but enjoyed the exchange. Investing in forming an adequate and relatively quiet environment seems to be a necessary ingredient for independent thought and perhaps can lead to the possibility of having some of the options that Mr. Spier has. I couldn't get the full meaning of the part in German but it seemed mainly about meditation. :) In terms of the process and form of the interview, I appreciated Mr. Spier's receptive take and thinking-slow and humble kind of answers which were formulated in a way to express a personal opinion while also taking into consideration the perspective of the interviewer and the potential audience. Mr. Spier, during your interview, reminded me of Grant Williams, who is an interviewer I appreciate: functioning with an open mind and a measured pace. Looking forward to the second part. Link to comment Share on other sites More sharing options...
good-investing Posted November 18, 2019 Share Posted November 18, 2019 Cigarbutt, thank you very much for your kind words and good thoughts! Here is part two. Enjoy it: Link to comment Share on other sites More sharing options...
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